Financial Living Blog

How to Withdraw Money from a Federal Government TSP at Retirement

Jun 6, 2019 12:57:14 PM

Has this ever happened to you? You go to a restaurant, read the menu and then suddenly find yourself seemingly paralyzed. Though you’re hungry, you can’t decide what to order. The Cobb salad or the cheeseburger? You’re overloaded with options, and you fear that whatever you order, the other meal would have been better.

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Where to Get Help with Caregiving

May 30, 2019 12:47:19 PM

WANTED: High-energy, extremely selfless and caring multitasker. Duties may include: negotiating the nation’s complex health system, arranging frequent trips to various medical facilities, maintaining a strict prescription schedule and daily tasks such as cooking, cleaning, dressing, bathing and other household chores. Required skills: strong communicator, high stress tolerance and ability to lift more than 20 pounds. Must have a valid driver’s license and must be willing to work long hours and available on short notice. Salary: N/A.

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The Ultimate AT&T Retirement Glossary

May 22, 2019 10:01:06 AM

Planning for retirement doesn’t come naturally. It is very much an educational process. So, how can AT&T employees get a head start on learning what it takes to retire from AT&T? We’ve created this A-to-Z glossary to share with you the most important pieces of information that have helped our clients retire from AT&T. 

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Overcoming Financial Challenges Women Face

May 15, 2019 10:41:24 AM

By Lara Mazek, CFP®

As a new mom and a CERTIFIED FINANCIAL PLANNER™, of which only 23% are female, I am keenly aware that the financial challenges men and women face are not equal.

Society has come a long way in improving gender equality, but there are still many roadblocks that are unique to women when it comes to planning for retirement – earning less, spending more time out of the workforce and living longer, to name a few.

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Major Misconceptions about Health Care Costs in Retirement

May 9, 2019 9:04:33 AM

Health is wealth. At no other time may this be truer than in retirement. Whereas many of your expenses decline once you retire (hopefully you don’t have to commute, the mortgage is paid off and the kids are financially independent), health care costs will generally rise as you age.

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Q1 2019: Key Economic and Market Insights

May 1, 2019 9:51:05 AM

Advance Capital Management’s president and chief investment officer, Christopher Kostiz, provides his key economic and market insights from the most recent quarter.

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In Memoriam: Bill Russell

Apr 24, 2019 11:14:33 AM

On April 17, we sadly lost our dear friend and colleague, William Russell. He was a dedicated financial adviser and CERTIFIED FINANCIAL PLANNER™ at Advance Capital for 25 years.

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Your AT&T Life Insurance Benefits Explained

Apr 18, 2019 9:35:07 AM

What would happen to your loved ones – spouse, kids, etc. – if you passed away at this very moment?

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Advance Capital Management Named to 2019 Best Places to Work List

Apr 17, 2019 1:09:20 PM

We love our clients.

We also love each other as a dedicated, hard-working team.

Therefore, it is with great pleasure to announce Advance Capital Management was recognized as a 2019 Best Places to Work for Financial Advisers by InvestmentNews magazine.

We were chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

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Feel More Confident with This Retirement Planning Checklist

Apr 11, 2019 1:57:54 PM

A comfortable retirement isn’t achieved on hope alone. It involves a series of important decisions, which put together can seem overwhelming. But it doesn’t have to be that way.

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